DCA

DSG Capital Advisors Portfolio holdings

AUM $625M
1-Year Est. Return 30.38%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.38%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$628M
AUM Growth
+$65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$5.46M
2
+$4.73M
3
+$4.62M
4
BND icon
Vanguard Total Bond Market
BND
+$4.35M
5
LLY icon
Eli Lilly
LLY
+$3.6M

Top Sells

1
+$7.92M
2
+$5.15M
3
+$4.18M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$3.81M
5
IYY icon
iShares Dow Jones US ETF
IYY
+$3.74M

Sector Composition

1 Technology 30.04%
2 Financials 13.34%
3 Healthcare 10.84%
4 Communication Services 8.51%
5 Consumer Discretionary 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.06M 0.33%
86,906
+1,005
52
$1.96M 0.31%
1,818
+56
53
$1.75M 0.28%
15,500
+224
54
$1.71M 0.27%
14,248
55
$1.69M 0.27%
6,927
-1,623
56
$1.68M 0.27%
6,160
+2,672
57
$1.61M 0.26%
1,749
-191
58
$1.59M 0.25%
2,380
-822
59
$1.54M 0.25%
4,633
+1,345
60
$1.4M 0.22%
3,565
+20
61
$1.37M 0.22%
8,243
-325
62
$1.35M 0.21%
5,683
-512
63
$1.32M 0.21%
10,688
+7,458
64
$1.29M 0.21%
1,354
-7
65
$1.28M 0.2%
2,600
+708
66
$1.21M 0.19%
1,570
+776
67
$1.18M 0.19%
5,756
68
$1.05M 0.17%
1,568
-118
69
$1.02M 0.16%
5,082
-175
70
$1.01M 0.16%
3,353
+80
71
$986K 0.16%
3,991
-1,192
72
$986K 0.16%
10,867
73
$981K 0.16%
3,037
-982
74
$943K 0.15%
2,967
75
$887K 0.14%
6,294
-330
1 2
3
4 5